Your insurance portfolio management software, developed with brokers and for brokers.
15 years of experience in a single solution.

Insurance policies and insured objects, including claims

Includes management of policy groups, BVG, life, co-insurance and foreign currency policies.


Including invoicing, management of premiums, brokerage, provisions and contract adjustments.


Includes management of policy groups, BVG, life, co-insurance and foreign currency policies.

Our tool allows you to manage ...
  • Your customers, your contacts, and their relations
  • Insurance policies and insured objects, including claims
  • A calendar with deadlines and reminders
  • Your agents and their respective portfolio
  • The establishment of premiums, their calculation and invoicing
  • Co-insurance policies and policies using foreign currencies
  • Automatic retrocession on entrusted policies
  • Importing XML files from the IGB2B DXP platform

Automatic premium calculation

  • Premiums are calculated automatically when a policy is created
  • It is, of course, possible to enter additional premiums manually, such as premiums for final settlements

Automatic calculation of brokerage and provisions

  • Brokerages/provisions are automatically calculated and distributed to agents and the company
  • Additional accruals and provisions can also be entered manually

Premium control tools

  • The system tells you to whom you should send the premium
  • The system tells you when you have received all the bonuses to be sent, so you only send one shipment per bonus recipient for a given period

Management of contract accruals and deferrals

  • The program helps you to follow up on the settlements you need to receive from customers to settle their contracts

Policy Management

  • Including management of groups of fonts (several elements for the same policy, e.g. for a Casco / RC / Park policy)
  • Management of more complex policies such as BVG, Life, etc.
  • Management of co-insurance policies
  • Management of foreign currency policies

Claims management

  • It is also possible to link documents and images to a claim. These include an expert's report, photos of the loss, etc.

Management of BVG Announcements

Policyholder Management

Managing links between your contacts and addresses

  • Establish real links between your customers: for example Fiduciary X is your customer but also the fiduciary of Fun Sport SA, also your customer. Another example: Mrs. XY is the wife of the director of Tube and Plastic SA.

Contact management

  • Several contacts per policyholder
  • You can specify the recipients of the premiums, there can be several of them, you choose who receives which premium

Contact management

  • Easily list and retrieve your insurance company contacts


  • Compatibility with IG B2B Data Exchange Service (DXP)

Creation of numerous lists

  • Policies
  • Addresses
  • Brokerages
  • Custom-made, according to your needs

Export Features

  • Export E-mail
  • PDF export of the lists

Management of surplus earnings participation

Time Management

  • The program can keep a statistic of the hours spent per client
  • It is also possible to manually enter the hours spent for a customer

Task management (Schedule, Reminders, ...)

  • A task is assigned to the user of your choice, another colleague, a secretary, etc.
  • A task can be linked to an address/policy/damage


  • A trigger allows the automatic creation of tasks during the creation of policies or claims

Agent Management

  • The program calculates the share of each agent according to your wishes
  • You can assign tasks to your agents (e.g. call this or that customer)

Document management (Archive/Scanning)

  • You can link any kind of document to your contacts, policies, claims, in the software. For example: an offer calculation in Excel, a scanned brokerage mandate, a photo of a claim, etc.

User and access management

  • Users can be organized into groups
  • Each group has its own access authorisations
A simple portal for your customers
  • One customer, one account
  • A quick and graphical overview of expenses
  • Premium History
  • Easy contact for the customer
  • Distribution of electronic documents
  • Task opening
  • Management of several portfolios
  • Mailing list

Available versions

Local version   Hosted version  

Integration of the application in your environment.

Accessible directly from external servers. Only an internet connection is required.

Windows 7/10 and later. 8GB RAM. 1440x900 resolution.
Servers prerequisites on demand.

Windows 7/10 and later or MAC OS latest version. Fast Internet access. 1440x900 resolution.

A version of MySQL Server must be installed on the server.

Backups can be programmed by our services.

It is possible to control First-Broker with terminals, such as Microsoft Windows Terminal Server.

Device using one of the following browsers : Edge, Chrome, Firefox, Opera

This version is available in collaboration with the company “NEXAN Informatique”. Thanks to their « NexCloud » platform, you will also (optionally) benefit from Microsoft Office and daily backups. It is also possible to install a hosted version with the partner of your choice.

Do you have a question, or would you like a demonstration? We are at your disposal.

Find out more!

About us

We are a company specialized in software development. We make all types of software, including web, desktop and mobile applications.


Useful links


Burning Box SA
Route de l’Ancienne Papeterie 220
Case postale 146
CH-1723 Marly